Tag: Green Economy
Economic Growth No Longer Guarantees Fuel Growth
For most of the 20th century, a simple assumption worked well enough for energy forecasting: when economies grew, fuel demand grew with them. More people, more housing, more vehicles, more factories, more roads, more ports, more airports, more concrete, more steel, more coal, oil, and gas. The relationship was not … [continued]
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Solar Manufacturing Capex in the USA Exploded from $150 Million in 2020 to $2.5 Billion in 2026
In another example of how much US solar manufacturing has gone from small potatoes to a giant industry since Joe Biden took office in 2021, here’s a whopper of a stat: solar manufacturing capex in the USA has exploded from $150 million in 2020 to an estimated $2.5 billion in … [continued]
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Rivian Pursues Financial Sustainability with Layoffs
Rivian is in the middle of a big moment in its still fairly young life. It is stepping out of the very expensive portion of the SUV and truck market and into the moderately expensive portion of the market. It is expected to sell a lot more units of the … [continued]
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Fossil Fuels Are 40% Of Freight Shipping Tonnage, But Half Its Fuel Use
Maritime fuel debates usually start with the wrong object. They look at today’s bunker fuel demand, line up replacement molecules, and ask whether ammonia, methanol, hydrogen, LNG, biofuels, or synthetic fuels can scale far enough to replace it. That sounds like a practical question, but it skips the larger one: … [continued]
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China’s First Build Is Ending, And The World Won’t Repeat It
One of the easiest ways to get long-range energy and materials demand wrong is to treat first-build infrastructure demand as a permanent condition. Countries build their first stock of housing, highways, ports, rail, power systems, water systems, industrial parks, and concrete-and-steel cities once. After that, the demand structure changes. The … [continued]
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